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SoFi Technologies

700 hedge funds and large institutions have $5.95B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 281 increasing their positions, 193 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
125
Increased
281
Reduced
193
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
526
EverSource Wealth Advisors
Alabama
$49.5K -$55.1K -4,739 -53%
BWL
527
Bogart Wealth LLC
Virginia
$47K +$47K +4,038 New
W
528
WealthCollab
Washington
$46.5K
BONH
529
Bank of New Hampshire
New Hampshire
$46.5K +$11.6K +1,000 +33%
BAM
530
Byrne Asset Management
New Jersey
$45K +$45K +3,872 New
MIFH
531
Migdal Insurance & Financial Holdings
Israel
$45K +$45K +3,900 New
WIM
532
Westside Investment Management
California
$42K +$2.96K +250 +8%
SSB
533
Sandy Spring Bank
Maryland
$40K +$349 +30 +0.9%
CWM
534
Copia Wealth Management
Oregon
$39.7K +$38.6K +3,316 +3,316%
EDRH
535
Edmond de Rothschild Holding
Switzerland
$39.2K +$39.2K +3,370 New
GM
536
GeoWealth Management
Illinois
$38.2K
LWMI
537
Legacy Wealth Management (Idaho)
Idaho
$37.7K
MCM
538
MAI Capital Management
Ohio
$35.9K +$1.08K +93 +3%
MA
539
MCF Advisors
Kentucky
$35.7K +$19.4K +1,671 +119%
Nomura Asset Management
540
Nomura Asset Management
Japan
$33.7K -$17.4K -1,500 -34%
CA
541
Clearstead Advisors
Ohio
$33.2K +$23 +2 +0.1%
LFG
542
Larson Financial Group
Missouri
$31.6K +$17.7K +1,519 +127%
GC
543
Garde Capital
Washington
$30.9K +$30.9K +2,653 New
IWP
544
IAG Wealth Partners
Wisconsin
$29.4K +$582 +50 +2%
AIC
545
Archer Investment Corporation
Indiana
$29.1K
CB
546
CNB Bank
Pennsylvania
$29.1K
QCG
547
Quadrant Capital Group
Ohio
$28.9K +$6.06K +521 +27%
SW
548
SVB Wealth
Massachusetts
$28.5K +$28.5K +2,447 New
FHA
549
First Horizon Advisors
Tennessee
$27.9K -$2.7K -232 -9%
HT
550
Headlands Technologies
Illinois
$27.7K +$27.7K +2,380 New